Yousif Capital Management’s TruBridge TBRG Stock Holding History

Yousif Capital Management’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,144	Closed	-$246K	–	1996
2023 Q1	$246K	Sell	8,144 -1,080	-12%	-$31.5K	﹤0.01%	1766
2022 Q4	$251K	Sell	9,224 -2,860	-24%	-$81.7K	﹤0.01%	1769
2022 Q3	$337K	Sell	12,084 -187	-2%	-$5.77K	﹤0.01%	1660
2022 Q2	$392K	Sell	12,271 -1,380	-10%	-$44.7K	0.01%	1642
2022 Q1	$470K	Buy	13,651 +185	+1%	+$5.66K	0.01%	1678
2021 Q4	$395K	Buy	+13,466	New	+$439K	﹤0.01%	1739

Other funds holding TBRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

BCM

Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yousif Capital Management's TBRG Position: Q2 2023 in Review

Yousif Capital Management sold out of TruBridge (TBRG) in Q2 2023, closing a stake of 8,144 shares — an estimated $246K sold.

Yousif Capital Management first reported a position in TBRG in Q4 2021 and held it in 6 quarters. The position peaked at $470K in Q1 2022. 148 funds tracked by Wall St. Rank hold TBRG as of Q2 2023.

Yousif Capital Management reported no remaining TruBridge position as of Q2 2023 after selling out during the quarter.
Yousif Capital Management sold 8,144 TruBridge shares in Q2 2023, an estimated $246K.
Yousif Capital Management first reported a position in TruBridge in Q4 2021 and held it in 6 quarters.
Yousif Capital Management's TruBridge position peaked at $470K in Q1 2022.
148 funds tracked by Wall St. Rank held TruBridge as of Q2 2023.

Based on Yousif Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.